Kovack Advisors’s Walt Disney DIS Stock Holding History

Kovack Advisors’s Portfolio DIS Stock Details DIS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.73M	Buy	21,977 +4,174	+23%	+$518K	0.27%	78
2025 Q1	$1.76M	Sell	17,803 -768	-4%	-$75.8K	0.19%	107
2024 Q4	$2.07M	Buy	18,571 +1,723	+10%	+$192K	0.2%	85
2024 Q3	$1.62M	Buy	16,848 +3,642	+28%	+$350K	0.17%	106
2024 Q2	$1.31M	Sell	13,206 -2,633	-17%	-$261K	0.14%	140
2024 Q1	$1.94M	Sell	15,839 -1,447	-8%	-$177K	0.23%	91
2023 Q4	$1.56M	Buy	17,286 +94	+0.5%	+$8.49K	0.19%	116
2023 Q3	$1.39M	Sell	17,192 -1,603	-9%	-$130K	0.19%	114
2023 Q2	$1.68M	Sell	18,795 -794	-4%	-$70.9K	0.22%	98
2023 Q1	$1.96M	Buy	19,589 +789	+4%	+$79K	0.27%	77
2022 Q4	$1.63M	Sell	18,800 -3,762	-17%	-$327K	0.24%	96
2022 Q3	$2.13M	Sell	22,562 -206	-0.9%	-$19.4K	0.31%	66
2022 Q2	$2.15M	Sell	22,768 -1,073	-5%	-$101K	0.28%	83
2022 Q1	$3.27M	Sell	23,841 -649	-3%	-$89K	0.34%	58
2021 Q4	$3.79M	Buy	24,490 +1,028	+4%	+$159K	0.37%	53
2021 Q3	$3.97M	Buy	23,462 +2,518	+12%	+$426K	0.43%	35
2021 Q2	$3.68M	Sell	20,944 -99	-0.5%	-$17.4K	0.42%	51
2021 Q1	$3.88M	Buy	21,043 +923	+5%	+$170K	0.5%	38
2020 Q4	$3.65M	Buy	20,120 +2,180	+12%	+$395K	0.52%	34
2020 Q3	$2.23M	Sell	17,940 -1,128	-6%	-$140K	0.4%	62
2020 Q2	$2.13M	Sell	19,068 -480	-2%	-$53.5K	0.41%	59
2020 Q1	$1.89M	Sell	19,548 -765	-4%	-$73.9K	0.44%	60
2019 Q4	$2.94M	Buy	20,313 +1,645	+9%	+$238K	0.53%	39
2019 Q3	$2.43M	Buy	18,668 +4,080	+28%	+$532K	0.5%	45
2019 Q2	$2.04M	Sell	14,588 -3,043	-17%	-$425K	0.47%	49
2019 Q1	$1.96M	Buy	17,631 +980	+6%	+$109K	0.49%	45
2018 Q4	$1.83M	Buy	16,651 +1,697	+11%	+$186K	0.53%	39
2018 Q3	$1.75M	Buy	14,954 +2,057	+16%	+$241K	0.45%	50
2018 Q2	$1.35M	Sell	12,897 -1,646	-11%	-$173K	0.38%	57
2018 Q1	$1.46M	Buy	14,543 +1,730	+14%	+$174K	0.37%	57
2017 Q4	$1.38M	Sell	12,813 -1,182	-8%	-$127K	0.35%	61
2017 Q3	$1.38M	Sell	13,995 -7,016	-33%	-$692K	0.46%	46
2017 Q2	$2.23M	Buy	21,011 +2,656	+14%	+$282K	0.7%	20
2017 Q1	$2.08M	Sell	18,355 -4,506	-20%	-$511K	0.81%	20
2016 Q4	$2.38M	Sell	22,861 -641	-3%	-$66.8K	1.13%	15
2016 Q3	$2.18M	Buy	23,502 +9,703	+70%	+$901K	1.06%	17
2016 Q2	$1.35M	Buy	13,799 +869	+7%	+$85K	0.72%	30
2016 Q1	$1.28M	Buy	12,930 +325	+3%	+$32.3K	0.8%	28
2015 Q4	$1.33M	Buy	12,605 +1,869	+17%	+$196K	0.87%	24
2015 Q3	$1.1M	Buy	10,736 +5,552	+107%	+$567K	0.77%	30
2015 Q2	$592K	Buy	5,184 +304	+6%	+$34.7K	0.42%	55
2015 Q1	$512K	Buy	4,880 +780	+19%	+$81.8K	0.43%	55
2014 Q4	$386K	Buy	4,100 +1,395	+52%	+$131K	0.4%	61
2014 Q3	$241K	Sell	2,705 -271	-9%	-$24.1K	0.35%	75
2014 Q2	$255K	Buy	+2,976	New	+$255K	0.37%	61